Job Description:

You will lead the operations team, trade execution, and administrative workflow behind the portfolio, followed closely by investment research and analysis.

- Operations-First Focus: Primary responsibility centers on operational excellence, workflow management, reconciliations, and portfolio execution, complemented by fund-level analytical oversight.
- Fund-Level Focus: Our research lives at the fund level — PMS, AIF, mutual funds, REITs, InvITs, SIFs++, and other non-direct equity vehicles — rather than single-stock picking. If sizing up a fund manager, their thesis, and their team excites you more than picking individual stocks, you are in the right place.
- Broad Scope: Covers all family office work outside direct equity research, combining hands-on operational leadership as the core priority alongside high-level fund analysis.

KEY RESPONSIBILITIES

- Operations Leadership: Lead transactions, reconciliations, banking, redemptions, corporate actions, and day-to-day administrative workflow.
- Portfolio Management: Track portfolio performance, asset allocation, and liquidity. Call rebalancing, exits, and fresh deployment.
- Fund Research & Manager Evaluation: Dig deep into PMS, AIF, and mutual fund opportunities. Evaluate the managers behind them, their team structure, investment thesis, and true 'right to win' beyond just the pitch deck.
- Portfolio MIS & Reporting:



Own returns, IRR/XIRR, gains, and benchmarks in one clean, actionable view.
- Stakeholder Management: Serve as the main contact for banks, wealth managers, fund managers, brokers, and CAs — and critically push back when their advice doesn't hold up.
- Consolidated Asset & Liability View: Maintain one unified, current view of everything the family owns and owes.

WHAT WE'RE LOOKING FOR

- Hunger & Drive: To work hard and to learn even harder. (Non-negotiable)
- Entrepreneurial Streak: You own outcomes and don't wait to be told what to do.
- Independence: You spot what needs doing and take immediate initiative.
- Leadership & Judgment: Ability to lead an operations team effectively, paired with objective fund evaluation skills.
- Analytical Mindset: A sharp mind with a real love for fund research over stock-picking.
- Qualifications: CA / CFA / MBA in Finance preferred. Family office or wealth management experience is a bonus, not a requirement.

HOW WE WORK

- Demanding Pace: Expect ~10-hour days regularly — this is not a 9-to-5 seat.
- Fast-Track Growth: Your learning, growth, and compensation are all built to scale alongside your performance and dedication.
- Dual Focus: This role will focus primarily on operations management, supported by robust analytical work.

📌 Investment Operations Manager (Mumbai)
🏢 RECEX
📍 Mumbai